WTG Internal Reports

Analytics & data exports — updated as changes are made

Referral Reports

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Dental & Ortho Referrals

All deals — April 2025 to March 2026. Filters by insurance type, referral source, and status.

Apr 2025 – Mar 2026
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Won Referrals Only

Closed/won deals subset. Same date range, filtered to converted referrals.

Won Deals

Mapping & Review Tools

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PPO Mapping Review

Pipedrive → HubSpot insurance plan reconciliation. Fuzzy-match scoring with manual override and JSON export.

Interactive Tool